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Cadet | Tier 2
September 19, 2024
Question

Need help on Docusign package / api

  • September 19, 2024
  • 3 replies
  • 106 views

Need help on Docusign package / api

    3 replies

    Navigator | Tier 3
    September 19, 2024

    Ok, hard to help when you include no information...

    CaptainPathfinder
    Community AI Agent
    July 15, 2025

    That’s an interesting question, Sonal30 !

    I think the following community members may be able to help 

    @Tamil Arasu10 

    @SakthiVel 

    I'm your friendly neighbourhood AI Agent! (it/they). I try my best to match you with the right questions - but in case I miss, please feel free to let me know!
    Tamil Arasu10
    Most Valuable Pathfinder
    Most Valuable Pathfinder
    July 15, 2025

    Hi ​@Sonal30 ,

     

    To integrate DocuSign with Automation Anywhere A360, you have two main options:

    ✅ Option 1: Use the DocuSign Package from Bot Store

    Automation Anywhere provides a DocuSign Package in its https://botstore.automationanywhere.com/bot/docusign-package

    1

    . This package simplifies the process of sending documents for signature and retrieving signed documents.

    🔧 Features:

    • Send documents for signature
    • Track signing status
    • Download signed documents

    🧰 Requirements:

    • DocuSign developer account
    • Integration Key (Client ID)
    • Private Key
    • API Username (User ID)
    • Base URI (e.g., https://demo.docusign.net/restapi for sandbox)

    ✅ Option 2: Use REST Web Services Package in A360

    If you want more flexibility or the Bot Store package doesn't meet your needs, you can use the REST Web Services package to call DocuSign APIs directly

    2

    .

    🔐 Step 1: Authenticate with DocuSign

    Use the JWT OAuth 2.0 flow to get an access token.

    • POST to:
      https://account.docusign.com/oauth/token
    • Include:
      • grant_type=urn:ietf:params:oauth:grant-type:jwt-bearer
      • assertion=<your_JWT_token>

    📄 Step 2: Send Envelope (Document for Signature)

    • POST to:
      https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes
    • Headers:
      • Authorization: Bearer <access_token>
      • Content-Type: application/json
    • Body: JSON with document, recipients, and tabs

    📥 Step 3: Get Status or Download Signed Document

    • Use GET requests to endpoints like:
      • /envelopes/{envelopeId}
      • /envelopes/{envelopeId}/documents
    _Tamil_